Trust Consultant
4 weeks ago
Please note that this is a senior-level role that requires extensive experience in administering trusts. We are seeking a highly skilled and dedicated Trust Administrator to manage Intervivos Trusts for private clients, HNW and UHNWI individuals.
Key Responsibilities:- Administer and manage Intervivos Trusts, ensuring compliance with relevant regulations and maintaining accurate records.
- Develop and nurture strong relationships with clients, providing exceptional service and support.
- Utilize Word and Excel proficiently for documentation and reporting.
- Manage day-to-day operations, including trust documentation and record-keeping.
- Collaborate with clients to understand their needs and preferences, providing tailored solutions.
- At least 4 years of experience as a Trust Administrator.
- Proven track record of managing Intervivos Discretionary Trusts.
- Experience working with private clients, HNW and UHNWI individuals.
- Strong interpersonal and communication skills.
- Ability to work independently and efficiently manage client portfolios.
- Proficiency in Word and Excel.
- Legal degree or equivalent experience.
A dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and experienced Trust Administrator looking for a new challenge, please submit your application.
To apply, please send your CV to with Intervivos Trust Consultant – JHB Sandton in the subject line. In the email, please advise your current gross cost to company salary (before deductions), your salary expectation, and your notice period.
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